Job Information
Wells Fargo Senior Business Relationship Support Specialist - Delivery Consultant in CONCORD, California
Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.
CIB Chief Operating Office (COO) supports the business seamlessly across all geographic regions by delivering platforms, processes and systems across a wide range of disciplines. This includes business management, strategy & innovation, data transformation, client lifecycle management, and risk management. COOs also align to each business to bring synergy, consistency, and transparency of COO functions specific to each line of business.
About this role:
Wells Fargo is seeking an experienced relationship support professional to join the Corporate and Investment Banking Client Delivery team. This will include roles and responsibilities that support and manage client onboardings, ongoing customer due diligence, and ongoing client servicing for various treasury and credit needs.
This role is hybrid with some in office expectation. Learn more about our career areas and lines of business at wellsfargojobs.com.
In this role, you will:
Support complex or large portfolio of customers and share leadership role with relationship managers
Assist with components of audit or compliance reviews and exams
Handle complex customer issues including escalation and resolution
Solve issues with various operations centers, internal bank departments and outside vendors
Identify prospective opportunities to market and oversee non credit products to new or existing customers
Prepare presentations, materials and serve as a subject matter expert for the department
Provide new hire and ongoing systems, processes, policies and procedures training
Train and mentor less experienced Delivery Consultants
Work with Relationship Managers to structure and execute transactions for the most complex clients, and to manage portfolio with high operating exposures
Make decisions on complex customer issues and problems
Partner with client delivery manager to resolve issues and provide status updates on implementations
Collaborate with executives, management, relationship managers and other internal partners or business lines
Mentor to less experience individuals and may assist with their development
Required Qualifications:
- 4+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Skilled in customer facing communication in a deadline driven regulatory environment
Experience with Hogan, WCIS (Wholesale Customer Information System), WCAO (Wholesale Customer Account Onboarding), RCS (Risk Control System), and TRE (Transaction Risk Exposure)
Knowledge and understanding of global treasury management industry, products, services, operations, and systems
Understanding of financial crimes, credit underwriting and customer due diligence processes (AML, KYC, CDD)
Ability to execute in a fast paced, high demand, environment while balancing multiple priorities
Strong time management skills and ability to meet deadlines
Outstanding problem solving and decision-making skills
Strong attention to detail and accuracy skills
Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
Excellent verbal, written, and interpersonal communication skills
Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
Job Expectations:
- Ability to work outside of normal business hours as needed
Posting Locations:
Charlotte, NC: 550 South Tryon
Concord, CA: 1755 Grant
Minneapolis, MN: 90 S 7th St.
Salary Ranges:
Charlotte, NC: $77K - $121K USD Annual
Concord, CA: $92K - $145K USD Annual
Minneapolis, MN: $85K - $133K USD Annual
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$77,000.00 - $145,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
29 Apr 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Req Number: R-538446